The 5th April marks the end of the Tax Year in the UK. With this date fast approaching, now is a good time to be considering your financial arrangements, particularly to make sure you don’t miss-out on any tax allowances. Please don’t leave it to the last week! Individual Savings Accounts (ISAs) For the…
Expertise – and our specialisation in ethical investment – is a key part of the service we provide to our clients. Maintaining this expertise is both exciting and essential! We work hard to understand how businesses and markets are responding to the challenges of sustainability. Talking with industry leaders is a great way to keep…
Earlier this month, Lisa represented Investing Ethically at a roundtable on Environmental, Social & Governance (ESG). The event – hosted by ‘New Model Advisor’ – brought together industry experts to discuss ethical investment – what’s happening now and what does the future hold? As you might expect, the debate was wide-ranging and lively! Lisa reflects:…
Remember, remember the 5th of April, may not be the rhyme you recall but a rather important date for your finances. Time to check your ISA & pension allowance 2018/19 before it’s too late. Individual Savings Accounts (ISAs) For the 2018-19 tax year, the maximum allowance is £20,000 for the amount of money that savers can place in an ISA. This will also…
Good Money Week is the campaign to help grow and raise awareness of sustainable, responsible and ethical finance. This year, it takes place between 29th September – 5th October 2018. It brings together people from all walks of life and levels of income, financial advisers, charities, faith communities, student groups and financial institutions to help grow…
British pension trustees will be required to show scheme members how they account for a range of financially material risks such as those related to climate change when investing, under new rules announced earlier this month. The rules come into force on Oct. 1, 2019. They will force trustees of defined contribution schemes to produce…
We announced earlier in March that we had signed the HM Treasury Women in Finance Charter. This commits Investing Ethically Ltd to a pledge for gender balance across financial services. To coincide with signing the charter, we wanted to ask some of our main fund managers who we invest with what they are doing about gender…
A recent article in Investment Week magazine provides a great insight from Iain Buckle and Euan McNeil. They co-manage the £465m Kames Ethical Corporate Bond fund. The article highlights their top five ethical bonds in their portfolio. The Kames Ethical Corporate Bond fund was one of the first of its type when it launched in 2000 and celebrates its 18th birthday. Like…
Yesterday we visited the Kames Capital Ethical Roadshow. With environmental issues coming increasingly to the fore and more Funds coming to the market looking to satisfy a rise in interest in sustainable investing, this was a great opportunity to hear from arguably one of the most established Ethical and Sustainable investment teams in the market place –…
Chancellor Philip Hammond delivered the Autumn Budget back on 22nd November with the key message being reduction in growth and productivity forecasts along with an increase in the need to borrow. Having this as a backdrop goes someway to explain what was, for many, an underwhelming budget. It’s a shame that given the challenges the…
